MicroYa Search

Get ready for Microsoft/Yahoo, which I just coined: MicroYa Search

 It�s going to happen.

The board, I�ve heard, is being told to take the Microsoft deal.

A Yahoo Google Deal  would not be a good choice for Yahoo in the long run. Yahoo would see a monthly decline in search volume if they were to outsource to Google

This happened with AOL, when it went to Google search in 2002. AOL has dropped from 30% to less than 5% market share.

Expect Yahoo to take the same hit over time.

Best offer $31/share
No one is going to step in with a competing acquisition offer to what Microsoft put on the table last Friday.



Edited by Ian MacCosley - Feb/08/2008 at 3:08pm

Interesting but I hear Yahoo rejected the offer.

Funny thinn I read today, "Yahoo is a Web 1.0 search engine in a Web 2.0 world."

Fact is that Yahoo doesn't have growth potential on its own, it needs spark from a big sugar daddy like Microsoft not News Corp.

Morgan Stanley and Blackstone are backing the Microsoft side of the deal and Lehman Brothers are advising Yahoo.

Taubman of Morgan Stanley is a deal closer. Especially since there are $220M in feeds at stake.

This deal will not go away soon.



Edited by Ian MacCosley - Feb/14/2008 at 4:21pm

Microsoft and Yahoo executives took another run at trying to ignite formal merger talks this weeks, but failed to make any progress.

Edited by Ian MacCosley - Apr/04/2008 at 12:23pm

Now Yahoo! Inc. rejected Microsoft's three week deadline. Roy Bostock (chairman of Yahoo's board) said, "We continue to believe that your proposal is not in the best interests of Yahoo! and our stockholders."

 

Wonder what the sotckholders will say in three weeks? I bet Roy is handed his walking papers because he can't possibly make the stock move in the stockholders favor as well as Microsoft can.

 

What's that saying again about Money? Oh yea, Money Talks, bullsheet walks.

Google needs some competition already...

Yahoo! is scrambling. Today there is talk of AOL and News corp. It looks like the top executives are panicking.

Edited by Ian MacCosley - Apr/10/2008 at 9:36am

Rumors are flying that Yahoo is teaming up with AOL, the long-suffering Internet division of Time Warner (which is also the parent company of TIME), as a way to stave off an unwanted merger. At the same time, there are reports that Microsoft is buddying up with News Corp. so that the two companies can increase Yahoo's offering price and corner their catch. While many industry watchers still believe that Microsoft will gobble up Yahoo eventually, chances are it will have to pay a lot more for its meal. Source: Time

Imagine if Microsoft managed to buy a combined AOL / Yahoo.  Perhaps then somebody will be able to compete with Google.


Edited by alexjsolis - Apr/11/2008 at 11:21am

Next Week ! WOW.

Yahoo thinks it can win a proxy fight, but what if Microsoft walks away from the deal?

Yep the only thing bigger than a Microsoft - Yahoo Deal would be a Google - Yahoo deal, which may be some of the thinking coming from Microsoft. Do it to Google, before Google does it to them.

Rumor is that today or Monday might bring some "hostile" action on this. Hostile in the form of an unsolicited bid that is.

"Clearly a deal is not meant to be," Microsoft Chief Executive Officer Steve Ballmer wrote in a letter to Yahoo CEO Jerry Yang.

Ouch !

http://www.youtube.com/watch?v=R6WDdZ6xaPg

What did I say? Today's headline:
Yahoo! leaves door open for Microsoft comeback

Activist shareholder Eric Jackson, who had been urging Yahoo! to accept a deal with Microsoft, is calling for shareholders to unseat the board by withholding their vote.

Icahn managed squeak by Yahoo!'s deadline to nominate candidates for the board.

 

The NYT reported that Microsoft is discussing a partnership or joint venture for search-related advertising.

Bottom line: If the best idea Microsoft has is to buy Yahoo, which after a search of "Computer Rental Tips 2008", I think is one of the worst search engines out there, I think they they will continue to be pummeled by Google.

Edited by arwendt - May/19/2008 at 2:17pm

Third Point LLC, a $5.7 billion hedge fund headed by activist Dan Loeb, has recently accumulated a stake of over 5 million shares in Yahoo Inc and is supporting investor Carl Icahn's proxy battle.

Ah yes, my mate, Danny Sullivan puts the deals that Yahoo is doing with Microsoft and Google in his search engine land website.

It's a pretty good comparison of each deal broken out by major categories. By far, shareholder value is unlocked sooner, rather than later, with the Microsoft deal.

Ah yes, the Soap Opera Continues...

This deal will go Thur but i don't think this will increase yahoo's share of the search market as much as some think. I don't know about you all but i don't like that it takes 2-3 seconds longer for yahoo's search page to load. They have so much crap that loads when you go to there website that it is just easier to go to google and type what you are looking for. If Microsoft takes over yahoo i would suggest streamlining there web page to load faster and get rid of all the extra baggage.

Microsoft general counsel Brad Smith on Tuesday accused Yahoo Inc.'s CEO Jerry Yang of conspiring with Google Inc. to freeze Microsoft out of Internet-search advertising making the market a duopoly.

He said, Yahoo and Google want to keep out competition in the multibillion-dollar search-advertising market.

Now I could see Google making Yahoo a better product. I can't however see two bad products like Microsoft and Yahoo helping each other do anyting than make a ... larger bad product.

Does Yahoo need Microsoft? was asked on CNBC.

Both companies need each other. This deal is not dead, there will be a microya someday soon.

Originally posted by Ian MacCosley Get ready for Microsoft/Yahoo, which I just coined: MicroYa Search It�s going to happen.

Microsoft chieftain Steve Ballmer said this morning that a Redmond takeover of Yahoo would still "make sense economically" for shareholders of both companies, causing Yahoo's stock price to jump as high as 12 percent to over $13 per share, after opening the day under $12.

I will never forgive Yahoo / Yang for turning over the e-mail of a few monks to the Chinese government. This story about a year old but even our congress called Yahoo "spineless and irresponsible�.

MicroYa might become Qi search if the good doctor gets his way.

What is Qi Search?  Never heard of it.

I think some deal, maybe not an outright purchase, but something has to happen to compete with Google.

well, its not exactly what I expected, but indeed Microsoft and Yahoo confirmed today that they will work together.

Carol Bartz, boatloads of value for our users and industry. Boatloads? Not sure if I would call it boatloads since together they are still only 10% of the search market. More like car trunk loads.

Microsoft CEO Steve Ballmer says the Yahoo deal gives Bing the scale to compete and I agree to the extent of 10% vs 5%. There is also the risk that some users will turn to Google because they don't like the new combined product.

Risky move, but its their (Microsoft and Yahoo) only good move.

This is my favorite point raised in an article on the deal in Yahoo Finance

Microsoft's AdCenter is expected to be the sales-technology platform.  So Yahoo's sales force is responsible for sales and execution but they'll be using Microsoft's technology platform to do it.  Add another couple of months.  (What if the tech platform doesn't work right?  Who will Yahoo's salespeople yell at?  How will Microsoft's engineers feel when they're yelled at by Yahoo's ad salespeople?  How quickly will they demand to be transfered to another Microsoft division, one where developers don't have to answer to Yahoo salespeople?)

It sounds like its going to be a big mess and if Yahoo was not doing all that well to begin with what's the logic of leaving their sales force/structure in place?